Finance Score: -1

Governance Score: 9

Support Score: 3

Spending falling: -1
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 11

EDINBURGH WORLD HERITAGE TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities
Donations & Legacies	£2,415,892	£1,846,720	£1,585,733	£1,922,009		£1,120,323
Other Income	£35,956
Investment Income	£6,005	£7,937	£10,779	£4,746		£14,342
Total income	£2,457,853	£1,917,941	£1,735,542	£1,927,011	£1,286,868	£1,135,112
Charitable activities spending	£2,550,234	£1,592,364	£1,107,640	£1,481,753		£632,894
Fundraising costs		4%	6%	3%
Other spending
Total spending	£2,550,234	£1,675,676	£1,205,271	£1,535,299	£1,114,323	£632,894
Surplus/deficit	-£92,381	£242,265	£530,271	£391,712	£172,545	£502,218

Download accounts

Established: 18 years
(25 years as a company)

www.ewht.org.uk

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals
It makes grants, donations or gifts to organisations
It carries out activities or services itself

GiG Classification

Museums, parks, historical sites

Purposes

The advancement of education
The advancement of the arts, heritage, culture or science
The advancement of environmental protection or improvement

Where it operates

Wider, but within one local authority area, main operating location: City of Edinburgh

Who it helps

No specific group, or for the benefit of the community

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Edinburgh World Heritage
£84,700	24/03/2021	NL20: Edinburgh World Heritage Community Outreach and Resilience Project
National Lottery Heritage Fund - Grant to Edinburgh World Heritage
£65,800	31/07/2019	Making Lasting Impressions: Greyfriars Kirkyard Community Learning and Interpretation Project.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (11)

Current Directors appointed

Gender Split

Age Range of Directors: 27-65

BROTHERSTON, Douglas John
Appointed: 2022
Occupation: Chartered Accountant

DAVIDSON, Euan Robert
Appointed: 2022
Occupation: Caseworker/Researcher

GRAHAM, Margaret Arma
Appointed: 2022
Occupation: Councillor

HENDERSON, Andrew Richard Neil
Appointed: 2020
Occupation: Director Of Public Policy

HOPTON, Mark Thomas
Appointed: 2016
Occupation: Architect

JARDINE, Paul Robert
Appointed: 2018
Occupation: Management Consultant

JOHNSON, Hazel Joanna
Appointed: 2024
Occupation: Policy & Strategy Manager

MILLS, Sophie Rebecca
Appointed: 2021
Occupation: Trainee Solicitor

RENNICK, Neil Steven
Appointed: 2020
Occupation: Civil Servant

VERONESI, Megan Laura Anne
Appointed: 2020
Occupation: Head Of Business Development

WHITE, Charles Nicholas
Appointed: 2020
Occupation: Chartered Surveyor

Legal constitution

Charity registered in Scotland on 01/04/2006, number: SC037183
Registered at Companies House on 31/03/1999, number: SC195077

Filing Record

5 returns made; all on time

Main office

, EH8 8DD

Objectives

To preserve, enhance and conserve sites, buildings or lands of archaeological, architectural or historical interest or natural beauty within the Edinburgh World Heritage Site and its environs all for the benefit of the community now and in the future.

Data Sources